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Getting Started with Zoho CRM for Sales Reps · LearnSpace
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Getting Started with Zoho CRM for Sales Reps

Курс от Zoho Corporation
Начальный≈ 30.8 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Getting started with Zoho CRM will teach aspiring sales reps the basics of Zoho CRM, how to set it up and get it working, in order to carry out their day-to-day affairs and meet their sales goals exceptionally well. By the end of this course, the learner will be able to: — Sign up for a Zoho CRM account. — Recall the benefits of using a CRM software for sales operations. — Describe the key business functions and processes that can be mapped to Zoho CRM. — Implement basic sales force automation processes in CRM. — Install and use the Zoho CRM mobile application for field sales activities.

Навыки, которые вы освоите

Customer Relationship Management (CRM) SoftwareCustomer Relationship ManagementSalesSales StrategyBusiness SoftwareSales EnablementSales ProcessSales PipelinesBusiness Process AutomationSales ManagementAutomation

Программа курса

5 модулей · 146 учебных материалов

01CRM for Sales — An overview22 материалов

Introduction to the Zoho Sales Rep Professional Certificate Program

About the Zoho Sales Rep Entry-level Professional Certificate programВидеоComponents of the programЧтениеMeet the teamЧтениеZoho CRM for businesses - An overviewВидео

Учитесь у экспертов

Zoho CRM

Преподаватель курса

Getting Started with Zoho CRM for Sales Reps
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Обучение на Coursera

≈ 30.8 ч

5 модулей

Язык: Английский

Субтитры: Дари, Узбекский, Пушту

Часть программы вашего университета
Learning Objectives of this Professional Certificate Program and career pathЧтение
Instructions to sign up for a Zoho CRM accountЧтение

Introduction to the Course: Getting started with Zoho CRM for Sales Reps

About the CourseВидео

CRM for Sales — An overview

Sales tools — Purpose and benefitsВидеоWhy do sales teams need a CRM?ВидеоCRM systems Vs legacy systems — A comparisonЧтение

An introduction to Zoho CRM

Zoho CRM for sales — An introductionВидеоWho can use Zoho CRM — An overviewВидеоHow to access Zoho CRM — An introductionЧтение

Zoho CRM — Product walkthrough for sales reps

Signing up for Zoho CRMВидеоThe look and feel of Zoho CRMВидеоSetting up your CRM accountВидеоProfiles and Roles — BasicsВидеоCommon CRM operations — Quick tourВидеоZoho CRM Setup tourВидеоZoho CRM Product walkthrough ЗаданиеCRM for Sales — Test your knowledgeЗаданиеProduct exercises on Zoho CRMОбсуждение
02Key business possibilities in Zoho CRM32 материалов

Key business possibilities in Zoho CRM — Overview

Zoho CRM for business — An overviewЧтениеKey Business Possibilities in Zoho CRMЧтениеKey business possibilities in Zoho CRM | PracticeЗадание

Sales force automation

Sales Force Automation — OverviewЧтениеModules in Zoho CRMВидеоMapping your sales cycle to Zoho CRM - ConceptВидеоMapping your sales cycle to Zoho CRM - DemoВидеоSales force automation | PracticeОбсуждение

Pipeline management

Pipleline management — OverviewЧтениеWorking with DealsВидеоNavigating deal stagesВидеоPipleline management - Discussion PromptОбсуждение

Automation

CRM Automation — OverviewВидеоAutomating routine sales activitiesВидеоWorkflow rulesЧтениеAssignment rulesЧтениеScoring rulesЧтение

Analytics

The Importance of Business AnalyticsЧтениеDecision Making from Data Investigations and PatternsЧтениеReports and Dashboards in Zoho CRMЧтениеAnalytics | PracticeЗаданиеAnalyticsОбсуждение

Field sales operations

CRM for field sales— overviewЧтениеFinding customers near youЧтениеCheck-ins for field visitsЧтениеCheck-in reports and analyticsЧтениеTeam coordination on field visitsЧтение

Process management

Business process management — OverviewВидеоExecuting processes on the go — Using blueprintsВидеоSubmitting records for approvals and reviewsВидеоBusiness process managementЗаданиеProcess management | PracticeОбсуждение
03Common sales rep actions in Zoho CRM48 материалов

Lead management

Lead Management - An OverviewЧтениеCreating and working with leadsВидеоLead nurturing — Navigating lead stageВидеоLead conversion and contact creation ВидеоLead conversion mapping ВидеоPractice scenarios in the productЗаданиеLead Conversion and contact creationОбсуждение

Activity management

Activity management in CRM ЧтениеTasks ВидеоMeetings ВидеоCalls ВидеоNotes in CRMЧтениеEmails ВидеоPractice scenarios in the productЗадание

Deal processing

Deal management — Overview ВидеоNavigating deal pipelines ВидеоPractice scenarios in the productЗаданиеDeal processingЗаданиеStage-probability mapping Чтение

Quote management

Quote management — Overview ВидеоUsing inventory modules in CRM ЧтениеUsing CPQ ЧтениеIntegrating finance applications with CRM ЧтениеPractice scenarios in the productЗаданиеQuote managementЗадание

Creating reports and dashboards

Reports and dashboards in CRM — Overview ВидеоCreating Reports ВидеоCreating DashboardsВидеоUsing the Home tabВидеоPractice scenarios in the productОбсуждение

Record management

Adding/modifying records ВидеоImport, export and data backup ВидеоAccessing record history and timeline ВидеоManaging duplicates ВидеоData Encryption for SecurityЧтениеSharing records with peers Видео

Customer communication

Overview of comms channels ВидеоSupportЧтениеLive ChatЧтениеCallsЧтениеSignalsЧтениеPractice scenarios in the productЗаданиеCustomer communicationЗадание
04Using the Zoho CRM Mobile App20 материалов

Zoho CRM Mobile app— Installation and basics

Introduction to Zoho CRM Mobile AppВидеоZoho CRM Mobile App Installation and BasicsЧтениеInstalling the Zoho CRM Mobile AppЗадание

Getting Started with Zoho CRM Mobile

When to Use the CRM Mobile App: An OverviewВидеоPersonalizing Your Zoho CRM Mobile App SettingsЧтениеPersonalizing Display PreferencesЗаданиеSwitching OrganizationsЗадание

Managing Records and Activities in Zoho CRM Mobile

How to Create and Edit a Record On the GoВидеоEffective Record and Activity Management in the Zoho CRM Mobile AppВидеоHow to Call and Message Clients Using the Zoho CRM Mobile AppЧтениеHow to Make the Most of the Zoho CRM Mobile App for Client VisitsВидеоManaging Lead Information On the GoЗаданиеScheduling and Completing a MeetingЗадание

Key Mobile Features to Enhance Your CRM Experience

Key Mobile Features in Zoho CRMЧтениеHaptic Feedback and 3D TouchВидеоWidgets in the Zoho CRM Mobile AppЧтениеAnalytics in the Zoho CRM Mobile AppВидеоAccessing and Navigating DashboardsЗаданиеIdentifying and Adding Home Screen WidgetsЗадание
05Possibilities beyond sales in Zoho CRM24 материалов

Zoho CRM for sales and beyond

Zoho CRM for business processes beyond salesВидеоArtificial intelligence in CRMВидеоIntegrations and ExtensibilityЧтениеZoho CRM for sales and beyondЗадание

Third-party Integrations

CRM Integrations — OverviewЧтениеGoogle IntegrationsЧтениеMicrosoftЧтениеZoho AppsЧтениеThird-party IntegrationsЗадание

Marketplace extensions

Overview of Marketplace ExtensionsЧтениеPopular ExtensionsЧтениеExamples and Use CasesЧтение

Developer space

Introduction to CRM Developer SpaceЧтениеAPIs and Custom FunctionsЧтениеWorking with WidgetsЧтениеOther developer possibilitiesЧтение

AI in sales — An overview

AI in salesВидеоAutomation Vs Artificial intelligenceЧтениеIntroducing ZiaЧтениеZia functionalities useful for sales repsЧтение[Optional] Video Podcast: Expert segment on the Role of Zoho CRM in a Sales Rep's work lifeВидеоAI in salesЗадание
Activity managementЗадание
Activity ManagementОбсуждение
Bulk Record OperationsЧтение
Record managementЗадание
Common sales rep actions in Zoho CRMЗадание
Using the Zoho CRM Mobile AppЗадание
Possibilities Beyond Sales in Zoho CRMЗадание
Congratulations on completing the course!Видео